Bret Jensenhttp://realmoney.thestreet.com/author/bret-jensen
Bret Jensen was chief investment strategist from 2008-2011 for Simplified Asset Management (S.A.M.), a small long/short hedge fund based in Miami. The fund was in top 5% of long/short hedge funds for total return in its first full year (2009) as ranked by Hedgeco fund database (more than 450 funds in category). Jensen has nearly 20 years of experience in the financial services industry, including more than a decade of managerial experience at American Express.
He holds a Bachelor of Science degree in finance from Arizona State University. His personal blog is at http://www.bretjenseninvests.com. Jensen acts as corporate secretary for Florida Alternative Investment Association, which encompasses more than 100 managers managing more than $30 billion in assets under management.
Follow Bret on Twitter: @Bret_Jensen.enEagle Pharmaceuticals: Still a 'Best Idea'http://realmoney.thestreet.com/articles/03/02/2015/eagle-pharmaceuticals-still-best-idea
A transformational deal with Teva makes it an even better play.HealthcareUS EquityBret Jensenbiotechinvestment strategypharmaceuticalsegrxtevaMon, 02 Mar 2015 1:10:10 0Bret Jensen128911 at http://realmoney.thestreet.comOil Slamming Russia Is Just the Starthttp://realmoney.thestreet.com/articles/12/16/2014/oil-slamming-russia-just-start
Russian contraction through 2015 could just the tip of the iceberg.CommoditiesBret Jensencommoditiesenergyeuropefixed incomeoilRussiaTue, 16 Dec 2014 9:30:44 0Bret Jensen124041 at http://realmoney.thestreet.comScouring for Plays Amid the Volatilityhttp://realmoney.thestreet.com/articles/10/27/2014/scouring-plays-amid-volatility
I'm adding shares in the energy sector and industrials, and have pocketed profits in airlines.US EquityBret Jenseninvestment strategyvalue investingaalaaplcbichkcldtdaldvngildtpcMon, 27 Oct 2014 8:30:47 0Bret Jensen120546 at http://realmoney.thestreet.comWhat the ECB's 'QE Lite' Will Dohttp://realmoney.thestreet.com/articles/09/05/2014/what-ecbs-qe-lite-will-do
It's a tailwind for some stocks but will hurt others.Global Equity & IncomeBret Jenseninterest ratesMarket Analysisstock marketaegcldtmcdFri, 05 Sep 2014 3:00:36 0Bret Jensen116850 at http://realmoney.thestreet.comCaution Remains the Market Watchwordhttp://realmoney.thestreet.com/articles/03/24/2014/caution-remains-market-watchword
Cracks are appearing in some highflying 2013 sectors.US EquityBret JensencashdividendsearningsFederal ReserveGlobal EconomyGrowthmarginsstock marketMon, 24 Mar 2014 10:30:23 0Bret Jensen105553 at http://realmoney.thestreet.comThe Market's 'March Madness' Underdogshttp://realmoney.thestreet.com/articles/03/22/2014/markets-march-madness-underdogs
These small-cap names could cause some big upsets.US EquityBret Jensenbiotechinvestment strategytechnologyaxasdvaxSat, 22 Mar 2014 10:00:34 0Bret Jensen104958 at http://realmoney.thestreet.comOld Tech Stocks Back in the Picturehttp://realmoney.thestreet.com/articles/03/21/2014/old-tech-stocks-back-picture
Hewlett-Packard, Microsoft show new moves.TechnologyUS EquityBret Jensenearningsstock markettechnologyemcFBhpqibmmsftpanwsplkvmwFri, 21 Mar 2014 11:00:40 0Bret Jensen105426 at http://realmoney.thestreet.comContrarian Plays for Offshore Drillershttp://realmoney.thestreet.com/articles/03/20/2014/contrarian-plays-offshore-drillers
You'll need patience and comfort with volatility.EnergyUS EquityBret Jensencontrariancrude oildrillersstock markettechnical analysisatwherorigThu, 20 Mar 2014 12:30:03 0Bret Jensen105348 at http://realmoney.thestreet.comEnergy Services Still in Early Inningshttp://realmoney.thestreet.com/articles/03/18/2014/energy-services-still-early-innings
I am more optimistic about some of the larger onshore plays.EnergyUS EquityBret Jensencrude oildrillersearningsenergyGrowthMLPstock marketvalueemeshalptenTue, 18 Mar 2014 1:00:37 0Bret Jensen105123 at http://realmoney.thestreet.comA Good Time to Shift Gearshttp://realmoney.thestreet.com/articles/03/17/2014/good-time-shift-gears
Move down the risk ladder with these high-yield/low-beta stocks.US EquityBret Jenseneconomyinvestment strategyarcparpcolemsftMon, 17 Mar 2014 11:00:44 0Bret Jensen105040 at http://realmoney.thestreet.com